How to Send a Credit Note in Mendato
To send a credit note by email from Mendato, simply open it in Mendato Accounting > Credit Notes and click "Send".
Important note:
To ensure credit notes reliably reach the subcontractor, the SMTP details for the outgoing mail server must first be entered under Settings > Email Dispatch.
Only a correct SMTP configuration ensures technically flawless email delivery.
Step-by-Step Guide to Sending a Credit Note:
1. Select the credit note
Open Accounting > Credit Notes to display all created credit notes.
Find the desired credit note in the list and open it.
Click "Send" at the top right to open the email window.
2. Customize the email
The recipient's email address is automatically taken from the subcontractor data.
If an adjustment is necessary:
The existing address can be removed with "X" and a new one entered.
A permanent change is made under Master Data > Subcontractors.
By default, the subject contains the credit note number.
The message text can be customized individually.
The default text for emails can be changed permanently under Settings > Documents.
The credit note is automatically added as a PDF attachment.
If additional attachments are required (e.g. service receipts), they can be added.
3. Complete the sending process
Clicking "Send" sends the credit note by email to the stored recipient.
The sending status is automatically updated in the credit note details.
Important Notes:
Customize the default text:
Permanent changes to the default text for credit note emails can be made in Settings > Documents.
Correct the recipient address:
If an incorrect address is stored, it can be updated under Master Data > Subcontractors.
Manual sending possible:
The credit note can be saved as a PDF via the download function and sent by another route.